Core Viewpoint - The Indian government has mandated that all mobile manufacturers, including Apple and Samsung, must pre-install a network security application called "Sanchar Saathi" within 90 days, which cannot be disabled or uninstalled by users [1][4]. Group 1: Application Overview - "Sanchar Saathi" was initially launched as a web feature by the Indian Ministry of Telecommunications in 2023 to help users report scam calls, locate lost or stolen phones, verify phone authenticity, and check the number of SIM cards registered under their name [4][12]. - The application leverages the Central Equipment Identity Register (CEIR) to lock devices, which is a government database that records all device IMEI numbers, allowing for effective tracking and management of mobile devices [12][16]. Group 2: Public Reaction - The public response has been divided, with supporters arguing that if personal data can be shared with foreign software companies, it should also be shared with the government for security purposes [6]. - Some users have reported positive experiences, such as recovering stolen or lost phones through the application, which has garnered support from those affected by rising phone theft and telecom fraud in India [19][21]. Group 3: Opposition Concerns - Opponents of the mandate focus on issues of "compulsion" and "privacy," arguing that the government should not force users to install the application, citing potential violations of privacy rights [9][22]. - The Indian Ministry of Telecommunications faced backlash for not publicly disclosing the decision to mandate the application, leading to concerns about surveillance and privacy among the public [25][26]. Group 4: Technical and Privacy Issues - Critics, including software advocacy groups, have pointed out that the application requests excessive permissions that are not necessary for its core functions, raising concerns about privacy and security vulnerabilities [30][34]. - The application has been criticized for being poorly designed and for overstepping in terms of permission allocation, which could potentially increase the risk of security breaches [34][38]. Group 5: Industry Response - Major tech companies, including Apple and Google, have expressed opposition to the mandate, as it sets a precedent for pre-installing third-party applications, which could lead to similar demands in other markets [38].

此项强制安装令引发强烈争议。反对党国大党领袖马利卡琼・卡尔格（Mallikarjun Kharge）周二在 X 平台上发文称，此举将导致"窥探、监视、扫描和偷 窥"，并形容其"近乎独裁"。路透社消息人士称，苹果和三星计划不遵守该指令。 IT之家注意到，印度通信部当地时间周三在一份最新新闻声明中宣布："政府已决定不强制要求手机制造商进行预装。" IT之家 12 月 3 日消息，印度政府于当地时间周三撤销了一项强制智能手机制造商在新设备上预装国家网络安全应用的命令，此前该命令引来隐私倡导者和 全球科技公司的强烈不满。 据路透社周一报道，印度政府于 11 月 28 日私下通知包括苹果、三星和小米在内的公司，限期 90 天在新手机上预装一个无法删除的应用"Sanchar Saathi"， 旨在遏制网络诈骗。该命令要求企业确保该应用易于访问，并且"其功能不得被禁用或限制"。 此项强制安装令引发强烈争议。反对党国大党领袖马利卡琼・卡尔格（Mallikarjun Kharge）周二在 X 平台上发文称，此举将导致"窥探、监视、扫描和偷 窥"，并形容其"近乎独裁"。路透社消息人士称，苹果和三星计划不遵守该指令。 印度政府在声 ...

#后续 印度政府试图缓解外界对强制预装网络安全应用Sanchar Saathi可能侵犯隐私或用于监控的担忧，强调用户可自行卸载该软件。印度通信部长表示，“Sanchar Saathi是自愿、透明的，其唯一目的是保护印度移动用户并提升国家网络安全水平。用户可随时自由启用或卸载该应用，在确保安全的同时绝不牺牲隐私。”有印度政府官员称，应用可访问通话记录和短信等手机数据，并会向用户请求使用摄像头及其他功能的权限，但从未获取麦克风、位置信息、蓝牙或操作系统层面的访问权限。外汇交易员 (@myfxtrader):#后续 苹果公司不打算遵守印度政府强制预装国有网络安全应用Sanchar Saathi的命令，并将告知印度政府，苹果在全球任何地方都不会遵循此类指令，因为这些指令会给公司的iOS生态系统带来一系列隐私和安全问题。路透社引述知情人士的话称，苹果不打算诉诸法庭或公开表态。 ...

Group 1: Nvidia - Nvidia's CFO Colette Kress stated that the $100 billion investment in OpenAI is still in the letter of intent stage, involving the deployment of "at least 10 gigawatts" of Nvidia systems, potentially generating $400-500 billion in revenue for Nvidia [1] - Kress emphasized that revenue related to this collaboration has not yet been included in Nvidia's revenue guidance [1] - Nvidia's recent commitment to invest up to $10 billion in competitor Anthropic may further increase demand for its computing chips [1] Group 2: Tesla - Tesla's Shanghai Gigafactory delivered over 86,700 vehicles in November 2025, marking a month-on-month increase of over 40% and a year-on-year increase of nearly 10% [2] - The Model Y has become the best-selling SUV in China over the past year, while Tesla's global electric vehicle deliveries reached a record high in Q3 [2] - Tesla's sales in Norway have broken previous records held by gasoline vehicles, securing the annual sales champion title for 2025 [2] Group 3: Apple - Apple has decided to reject the Indian government's mandate to pre-install a security application on iPhones, citing security and privacy risks [2] Group 4: AMD - AMD announced a price increase for its graphics cards due to rising memory costs, with 8GB and 16GB cards increasing by $20 and $40 respectively starting in December [3] - AMD is investing $1 billion in an AI chip cluster in Ohio [4] Group 5: Broadcom - Bank of America reported that Broadcom is likely to benefit from Google's successful launch of the TPU-based Gemini 3, with expected increases in TPU usage [4] - The average selling price of TPUs is projected to rise from $5,000-$6,000 to $12,000-$15,000 by 2026, with potential shipment increases [4][5] Group 6: Intel - Intel received positive feedback from two potential foundry customers regarding its 14A process node, which is expected to impact data center, PC, and mobile chip markets [5] - Intel's "Alchemist" Arc discrete graphics card has achieved a 1% market share according to Jon Peddie Research [6] Group 7: Boeing - Boeing's stock rose significantly as the company anticipates restoring cash flow generation capabilities by 2026, indicating a major turnaround in its financial situation [6] - Boeing expects to achieve "low single-digit" free cash flow next year, reversing a $2 billion cash burn in 2025 [6] Group 8: MongoDB - MongoDB reported a 19% year-on-year revenue growth to $628 million in Q3, with adjusted earnings per share of $1.32, exceeding expectations [7] - The company raised its revenue and profit guidance for fiscal year 2026, projecting revenues between $2.43 billion and $2.44 billion [7]

印度电信部发布行政命令，要求手机厂商 （苹果、三星和小米等）在90天内，把政府的网络安全 APP"Sanchar Saathi"应用预装到所有新机型中，上述企业需在90天内遵令执行，用户亦不得禁用或删除 该应用。 不仅如此，印度电信部指令还要求厂商通过软件更新方式，将这款应用推送到旧款机型上，使这一强制 措施不仅覆盖新上市手机，也延伸至市场上已售设备。 美股周二尾盘，苹果公司股价上涨1.2%。据消息人士透露，苹果公司将拒绝印度政府关于在苹果手机 中强制安装安全应用命令，不会在iPhone上预装该应用。苹果公司将告知印度政府，由于存在安全和隐 私风险，苹果不会在其参与的任何市场遵从此类命令。 印度电信部发布行政命令，要求手机厂商 （苹果、三星和小米等）在90天内，把政府的网络安全 APP"Sanchar Saathi"应用预装到所有新机型中，上述企业需在90天内遵令执行，用户亦不得禁用或删除 该应用。 不仅如此，印度电信部指令还要求厂商通过软件更新方式，将这款应用推送到旧款机型上，使这一强制 措施不仅覆盖新上市手机，也延伸至市场上已售设备。 责任编辑：张俊 SF065 美股周二尾盘，苹果公司股价上涨1.2%。据 ...

值得注意的是，该命令并未公开，而是私下发送给了多家公司。 印度电信部开发的APP"Sanchar Saathi" 图片转自India TV 根据印度政府数据，该应用自1月份推出以来，已帮助找回超过70万部丢失的手机，仅10月份单月就找回了5万部。 当地时间12月1日，路透社爆料称，印度电信部已私下要求包括苹果、三星、vivo、小米、OPPO等智能手机制造商在其所有手机上预装一款由该部门开发的 网络安全APP"Sanchar Saathi"，且该程序不可被卸载。 报道称，印度政府已于11月28日发布命令，要求这些智能手机公司在90天的时间内，在所有于印度市场销售的新款手机上预装政府的"Sanchar Saathi"应用程 序，并规定用户无法删除该应用。印度电信部还要求，对于现有的设备，制造商应通过软件更新将该应用推送到手机上。 据印度时报等印度媒体介绍，"Sanchar Saathi"是印度电信部于2025年1月推出的应用程序。其主要目的是通过印度官方的登记系统，帮助用户在所有电信网 络中封锁和追踪丢失或被盗的智能手机，它还允许用户识别并切断欺诈性的移动连接。印度电信部宣称，这一APP具有"强大的安全功能和反诈 ...

Core Viewpoint - Apple Inc. plans to reject the Indian government's mandate to pre-install a state-owned cybersecurity app on its smartphones, citing privacy and security concerns related to its iOS ecosystem [1][3] Group 1: Government Mandate - The Indian government has ordered Apple, Samsung, and Xiaomi to pre-install an app called "Sanchar Saathi" within 90 days to track stolen phones and prevent misuse [1] - The app is intended to address serious cybersecurity threats, as confirmed by the Indian Ministry of Telecommunications [1][2] - Critics, including political opponents and privacy advocates, argue that this move is an attempt by the government to gain access to the data of 730 million smartphones in India [1][3] Group 2: Industry Response - Apple is not planning to comply with the directive and will inform the government that such regulations pose privacy and security issues for its iOS ecosystem [1][2] - Other manufacturers, such as Samsung, are evaluating the directive, with concerns that the government did not consult the industry before implementing it [3] Group 3: Legal and Regulatory Context - The directive comes at a time when Apple is involved in a legal battle regarding a $38 billion antitrust fine in India, related to allegations of abusing its market position [4][5] - Apple has indicated that its maximum penalty risk could reach $38 billion based on the average revenue from its global services business over the past three fiscal years [5]